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Hello everyone!
We would like to save ourselves some time by automatizing some processes. Currently, whenever we receive a request via email by a customer, we need to create a quotation and after the customer accepts our offer , we create the invoice. Is there anyway to automate the process? For example can we withdraw all of the necessary information mentioned in his request and import them to Odoo?
Thanks in advance!
A quotation, like any other object in Odoo (and any arbitrarily other business software) is structured information. How do you want to automatically convert an unstructured text like an email body to structured information?
The option of choice for automation is to create an Odoo webshop, so your customers can order online without sending emails.
I saw online that via the assistance of AI, there is something like this, at least with the vendors.So, I was hoping that somehow, it can also be done with the clients, the system reading the order number, email etc and automatically import these in Odoo.
The webshop I definitely agree is a solution, but there are many customers who just send orders regardless on whether we have the item or not. And there it would be helpful what I am mentioning before.
Thanks though!
On the vendor side, this only works for PDF bill documents and expense receipts (as images). It does not work for emails.
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1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Yes you can use automated action to achieve this
Reference: https://learnopenerp.blogspot.com/2020/05/how-to-create-scheduled-action-in-odoo.html
Thank you Sehrish!